Financial Data & Reporting Specialist

Dungarvin•Mendota Heights, MN

9h•$90,000•Hybrid

About The Position

At Dungarvin, we are more than a provider of support services; we’re a mission-driven team rooted in respect, inclusion, and person-centered care. Since 1976, we’ve been dedicated to enhancing the quality of life for people with intellectual and developmental disabilities, including those with mental health, behavioral, or complex medical needs. Our mission is simple but powerful: respecting and responding to the choices of people in need of supports. This mission guides everything we do; from creating individualized service plans to building strong partnerships with families, teams, and communities. As a Dungarvin employee, you’ll be at the heart of that mission. You’ll help people live meaningful lives on their own terms; supporting their goals, honoring their choices, and empowering their independence. With services in 17 states, our team is united by a shared commitment to making a real difference; one person, one voice, one choice at a time. Join our nationwide family and let us help you achieve your unique goals and dreams. The Data & Reporting Specialist owns the design, development, and optimization of reporting solutions that power executive and operational decision-making. In partnership with the Senior Financial Analyst, this role transforms complex data into clear, actionable insights across multiple enterprise systems while modernizing reporting processes.

Requirements

Education: High School Diploma or GED required, with a strong foundation in quantitative reasoning and data literacy.
Experience: Minimum 2 years in data analytics, reporting, or business intelligence, with a track record of turning raw data into actionable insights.
Project Leadership & Collaboration: Proven ability to lead projects and work effectively with multidisciplinary teams, aligning stakeholders and resources to achieve organizational goals.
Reporting Standardization & Automation: Experience standardizing, streamlining, and automating reports and metrics, ensuring efficiency, accuracy, and consistent delivery of insights.
Microsoft 365 & Excel Expertise: Excel, Word, PowerPoint, Outlook, Teams, and SharePoint, including managing large datasets, pivot tables, formulas, and filtering, and leveraging tools for reporting, analysis, presentations, and collaboration.
Business Intelligence & Analytics: Power BI (Power Query, DAX), Tableau, SQL, and advanced Excel; Python or R preferred.

Nice To Haves

Education: Bachelor’s degree in Data Analytics, Finance, Statistics, Computer Science, or related field.
Enterprise & Reporting Systems: Familiarity with Workday and Workday Adaptive Planning, including report and dashboard development; ability to learn additional systems (Matrix, Planfold, Therap).
Technical & Financial Analysis: Experience with technical projects or data initiatives, with portfolio examples preferred, and exposure to financial reporting, P&L, forecasting, and trend analysis.
Technical & Development Experience: Background in software development or technical projects, with portfolio examples preferred.
Certifications & Professional Development : Google Data Analytics Certificate or other formal analytics training, and relevant Workday certifications such as Workday Pro Prism Analytics, Workday Pro HCM Reporting, and Workday Pro Financials Reporting.

Responsibilities

Design and build reporting solutions by developing dashboards and reports in Power BI, Workday, Matrix, Planfold, Excel, and Therap, transforming raw data into intuitive visualizations that drive business decisions.
Maintain and ensure data integrity by debugging, refreshing, validating, and reconciling data sources to deliver accurate, consistent, and reliable reporting.
Collaborate across teams by partnering with FP&A, HR, Payroll, and operational leaders to gather requirements, anticipate reporting needs, and streamline cross-functional workflows.
Support system transitions and improvements by assisting with legacy-to-Workday implementations, including data conversions and Adaptive Planning dashboards, while identifying automation and efficiency opportunities.
Continuously learn and innovate by expanding technical expertise across systems and proactively enhancing reporting practices in a dynamic, evolving environment.

Benefits

Compensation: Starting $90,000 annually, fixed rate.
Work Environment: Hybrid, Must live within commuting distance to Mendota Heights, MN
Hours: Must maintain a flexible schedule but standard business hours (Mon-Fri), plus occasional extended overnight travel.
Team Culture: A collaborative, forward-thinking team that values ownership, continuous learning, and practical problem-solving in a fast-evolving systems environment.
Work Schedule: Typically, 8 AM – 5 PM CST, flexibility available; travel would occur once a quarter, required for events (ex. Workday Conference), or to meet with internal teams.
Retirement Plan: 401K plan with up to 3% employer match after one year of service.
Time Away: PTO that increases with tenure, PTO donation options, and paid sick leave.
Insurance & Health: Medical, dental, and vision coverage (including dental for domestic partners), pet insurance, supplemental insurance options, and flexible spending and health savings accounts (FSA and HSA). Plus, 100% company-paid long-term disability and life insurance.
Employee Perks: National Brand Discounts, Employee Referral Program, and Employee Assistance Program.
Job Mobility: Opportunities within Dungarvin’s 17 states of service.